Tracy Yau

 NMLS Phase 2

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Phase 2 Objectives

Partner with CSBS to modernize and simplify the licensing process, create individual profiles, and implement task management for both individual and company users within a bifurcated system.

Focus

  • Consolidate individual data into a single packet for license application evaluation

  • Implement user tasks to accomplish goals, forming the basis for license application, management, and data collection processes.

  • Ensure requirements for submissions, surrenders, requests, and updates are clear and easily accessible.

Key Results

  • Streamline new license application requests to reduce time and minimize frustration.

  • Provide a guided experience that reduces errors, minimizes checklist reliance, and improves application completion rates.

  • Increase progress transparency to decrease call center inquiries about application status.

High Fidelity Design